WCM
Windsor Capital Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-777
| Closed | -$34K | – | 394 |
|
|
2015
Q3 | $34K | Buy |
+777
| New | +$34K | 0.02% | 192 |
|
|
2014
Q1 | – | Sell |
-2,662
| Closed | -$109K | – | 266 |
|
|
2013
Q4 | $109K | Buy |
2,662
+245
| +10% | +$10K | 0.06% | 115 |
|
|
2013
Q3 | $100K | Sell |
2,417
-30
| -1% | -$1.24K | 0.06% | 122 |
|
|
2013
Q2 | $108K | Buy |
+2,447
| New | +$108K | 0.06% | 100 |
|